# Lane Gorman Trubitt, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lane-gorman-trubitt-llc-plan-001

> Lane Gorman Trubitt, LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lane Gorman Trubitt, LLC

- **Sponsor EIN:** 751044330

- **Sponsor Address:** 2626 HOWELL ST SUITE 700, DALLAS, TX, 75204

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|131|$25.4M|$940,938|$1.4M|

| 2023|121|$34.3M|$936,914|$1.2M|

| 2022|112|$29.8M|$805,144|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KPM CPA'S & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KPM CPA'S & ADVISORS](https://planprovider.pro/provider/kpm-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$53,595|$39,993|—|—|—|

| 2023|$86,959|$50,799|—|—|—|

| 2022|$86,055|$54,490|—|—|—|

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